About the Delivered Process Flows

Aptify includes the following standard process flows, which are provided either for demonstration purposes or as part of the system's standard functionality. See each individual description for more information. The process flows appear in ID order based on ID assignments in a standard Aptify installation.

• Send Message Run: Aptify uses this process flow to send email messages associated with a Message Runs record. (The system automatically generates a Message Runs record each time a user clicks the Send Messages button in the Aptify Messaging dialog.)
  
  
• Compile Process Flow: Aptify uses this process flow to compile and recompile process flows into VB.NET objects.
  
  
• Sample BeforeValidate Process Flow: This process flow provides an example of how to utilize the BeforeValidate Event.This can be used to test the functionality of the BeforeValidate Event.
  
  
• Sample After Validate Process Flow: This process flow provides an example of how to utilize the AfterValidate Event. This can be used to test the functionality of the AfterValidate Event.
  
  
• Execute View with No UI: Aptify uses this process flow in conjunction with a Scheduled Tasks record to implement the View Scheduling functionality that allows a user to automatically run a view and generate reports on a pre-defined schedule.
  
  
• Update With Remote Scheduler: Aptify uses this process flow in conjunction with the View Scheduling functionality to allow users to create Scheduled Tasks when they do not have the necessary access privileges on an Application Server.
  
  
• Delete With Remote Scheduler: Aptify uses this process flow in conjunction with the View Scheduling functionality to allow users to delete Scheduled Tasks when they do not have the necessary access privileges on an Application Server.
  
  
• Schedule Pending Changes Post Process: This process flow is reserved for future use.
  
  
• GeneratePaymentGL: This process flow generates Payment General Ledger entries. It is reserved for future use.
  
  
• Company DirSort & Abbreviated Name Flowdown: This process flow automatically populates a Companies record's Directory Sort (for sorting the company within a directory) Abbreviated Name (if an organization abbreviates company names), and Directory Letter for new Companies records or when the name changes for an existing Companies record.
  
  
• Expand Single Scheduled Transaction Group: This process flow can expand a Scheduled Transaction Group into its corresponding Scheduled Transactions immediately after a new Scheduled Transaction Group is created.
  
  • Note that this process flow is useful for testing and demonstration environments but it is not recommended for use in a production environment. Instead, an administrator can create a new Process Flow that uses the Scheduled Transaction Group Expansion By Product process component to automatically expand scheduled transaction groups periodically (such as nightly) using a Scheduled Task based on the groups that appear in a qualifying view.
    
    
  • Aptify provides an inactive Event Handler for this process flow. A user can mark this Event Handler as Active in testing and demonstration environments to use this process flow to expand scheduled transaction groups automatically after they are created.
    
    
• Demo Multi-Step Process Flow: This demonstration process flow is visual only and does not have any underlying functionality. It is designed simply to illustrate the concept of being able to visualize a process flow with many steps, conditional branching with sub-processes, component steps, and rule steps.
  
  
• Status Check Example: This process flow checks a status value in the database and displays a message box based on the status.
  
  
• Example Value Tester: This example process flow shows how to use the Value Tester component. It checks the value provided and displays a message box based on the value.
  
  
• Example Message Box: This process flow provides an example of how to use the message box and input box process components.
  
  
• New Prospect Review & Approval: This sample process flow handles assignment of a new prospective member being entered into the database. The process flow assigns the new prospect to an internal staff member based on region and handles the associated business logic.
  
  
• Send Shipment Confirmation Email: This process flow sends an email when an order is shipped.
  • Aptify provides an inactive Event Handler for this process flow so this functionality is disabled by default but can be enabled if desired.
    
    
• Get Order Summary: This process flow provides an example of how to generate a text string that contains the summary of an order. This process flow contains a single script-based step that iterates through the lines of an order and generates a plain text output stream that shows the order lines.
  • In Aptify this process flow provides support for multiple currencies so that money fields associated with the order summary are formatted based on the order's Currency Type.
    
    
• Send Order Confirmation Email: This process flow sends an order confirmation email using the order summary information from the Get Order Summary sub-process.
  • In Aptify this process flow uses the Confirmation message template to send the order summary information. See About the Delivered Message Templates for details.
  • Aptify provides an inactive Event Handler for this process flow so this functionality is disabled by default but can be enabled if desired.
    
    
• Generate Opportunity History: Aptify's Sales Force Automation application uses this process flow to automatically generate history details when a user modifies an Opportunities record. This process flow is reserved for future use.
  
  
• Populate Referral Request Vendors: Aptify's Sales Force Automation application uses this process flow to automatically match participating vendors to referral requests from prospective customers.
  
  
• Expo Create Priority Points: Aptify's Expo Management application uses this process flow to calculate an exhibitor's priority points when an order for an Expo product ships.
  
  
• Send eBusiness Order Confirmation Email: If your organization has Aptify e-Business installed, this process flow is used by the e-Business sample site to generate an order confirmation email when a Web User completes an order over the website.
  
  
• Test Process Flow: This process flow is used in the sample New Company Wizard to illustrate how a metadata wizard can use process flows to define logic and perform actions.
  
  
• Sync Floorplan with Booth Changes: Aptify's Expo Management application uses this process to automatically synchronize a booth's information with an integrated Floorplan System (such as ExpoCAD) after a booth is ordered or cancelled.
  
  
• Send Mail to Contact: Aptify's Case Management application uses this process flow to illustrate how the system can be configured to send an email to the appropriate customer automatically after a Cases record has been created or modified.
  
  
• Send Mail to PrimaryAssignee: Aptify's Case Management application uses this process flow to illustrate how the system can be configured to send an email to the assigned employee automatically after a Cases record has been created or modified.
  
  
• Test Process Flow fired by BeforeSendMessage Event: This example illustrates a process flow that can be used to test the BeforeSendMessage and AfterSendMessage global Event Definition (see About the Delivered Event Definitions for details).
  
  
• Execute Message Schedule: This process flow is responsible for executing scheduled messages on a recurring basis. See Scheduling Messages for Future Delivery for information on Message Schedules.
  
  
• Sample BeforeValidate/After Validate Process Flows: Sample process flows for illustrating the use of the BeforeValidate and AfterValidate Events. See Writing a Process Flow to Impose Validation Logic Example for more information on these events.
  
  
• AcctMgmrTransferFinish: Process flow used by the Account Manager Transfer metadata wizard.
  
  
• Create Bulk Write Off: Process flow used by the Bulk Write Off metadata wizard.
  
  
• Membership Enrollment Wizard Process Flows: A set of process flows used by the Membership Enrollment metadata wizards.
  
  
• Generate GE Strongly Typed Sub-classes: This process flow includes a single process component responsible for generating GE strongly typed sub classes for a specific entity. It can be associated with an Event Handler on the Entities entity in order to automate the process.
  
  
• Update Pending Change PF: Process flow used to apply pending changes to records. See Administering Pending Changes for information on creating a Scheduled Task to fire this process flow.